Invesco India Smallcap Fund vs Axis Small Cap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Fund	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6823 Cr	₹25062 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Oct 2018	29 Nov 2013
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	47%	5%
Expense Ratio	1.78	1.61
Manager	Aditya Khemani	Shreyash Devalkar
ISIN Code	INF205K011T7	INF846K01K01
Exits Load	Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
1 Month	4.87%	4.01%
6 Month	-2.25%	0.2%
1 Year	10.3%	6.8%
3 Year	31.66%	24.68%
5 Year	33.8%	30.96%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
6 Month	14.74%	12.49%
1 Year	16.81%	14.09%
3 Year	28.52%	21.62%
5 Year	27.73%	22.96%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
1 Year	25.13%	18.22%
3 Year	27.76%	19.38%
5 Year	28.72%	19.81%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	16.67%	11.78%
Sharp	1.18%	1.04%
Beta	0.79%	0.69%
Alpha	4.38%	1.72%

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Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Name	Aditya Khemani	Shreyash Devalkar
Total AUM	₹12070 Cr	₹166770 Cr
Funds Managed	3	14
	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Others	8.08	13.25
Large Cap	2.77	3.96
Small Cap	65.82	66.54
Mid Cap	23.33	16.2

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Others	6.4	13.25
Consumer Cyclical	10.82	-
Healthcare	17.7	-
Financial Services	20.58	-
Industrials	23.62	-
Technology	8.84	-
Basic Materials	6.95	-
Energy	0	-
Real Estate	1.99	-
Communication Services	1.11	-
Consumer Defensive	2	-
Gas	-	0.53
Capital Markets	-	5.79
Auto Components	-	5.57
IT - Services	-	1.43
Pharmaceuticals & Biotechnology	-	4.24
Retailing	-	0.62
Banks	-	4.44
Non - Ferrous Metals	-	0.38
Healthcare Services	-	7.08
Chemicals & Petrochemicals	-	7.42
Paper, Forest & Jute Products	-	0.19
IT - Software	-	3.11
Construction	-	2.55
Electrical Equipment	-	1.56
Aerospace & Defense	-	1.6
Transport Services	-	0.19
Textiles & Apparels	-	0.67
Agricultural Food & other Products	-	2.75
Industrial Products	-	5.84
Consumer Durables	-	6.02
Finance	-	7.7
Realty	-	4.66
Agricultural, Commercial & Construction Vehicles	-	0.14
Household Products	-	1.31
Financial Technology (Fintech)	-	1.67
Leisure Services	-	1.68
Food Products	-	1.29
Cement & Cement Products	-	1.84
Industrial Manufacturing	-	2.59
Commercial Services & Supplies	-	0.54
Cigarettes & Tobacco Products	-	0.24
Beverages	-	0.58
Insurance	-	0.48